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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,518 | $58,493-80.3% | $84,023-86.3% | $72,976-84.2% |
| Participation rate | 75.8% | 61.2%+14.5pp | 69.0%+6.7pp | 69.5%+6.3pp |
| Annual return | 13.85% | 28.93%-15.1pp | 71.32%-57.5pp | 81.02%-67.2pp |
| Employer contribution / active EE | $742 | $1,163-36.2% | $1,984-62.6% | $2,440-69.6% |
| Participant deferral / active EE | $1,920 | $2,394-19.8% | $3,239-40.7% | $3,608-46.8% |
| Admin fee / account holder | $9,541 | $4,569+108.8% | $6,102+56.4% | $5,124+86.2% |